Meet Your Team

Here to support you throughout the year, every step of the way.

About Me

Dakota Gorman

Dakota is your dedicated Client Success Manager committed to ensuring you feel valued and supported throughout your financial journey. She helps you navigate your PaulHood membership, providing clear guidance and making sure your feedback drives continuous improvement. Whether you need strategic advice or have questions about your plan, Dakota is here to help you feel confident in your financial choices.

Fun Fact: She can quote the entire movie of Monsters Inc. line for line!

Dakota’s contact information:
→ [email protected]
→ (918) 351-1033